Sheetmetal Fabricator Templates

Sheetmetal Fabricator Templates

There is a huge number of templates that someone in the Sheetmetal Fabricator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Sheetmetal Fabricator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Production Schedule
2. Material Requisition Form
3. Work Order Template
4. Quality Control Checklist
5. Inventory Management Spreadsheet
6. Cost Analysis Report
7. Equipment Maintenance Log
8. Safety Incident Report
9. Employee Timesheet
10. Sales Order Form

Reports

Reports are often prepared by a Sheetmetal Fabricator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Production Efficiency Report
2. Material Inventory Report
3. Quality Control Report
4. Sales and Revenue Report
5. Labor Cost Report
6. Equipment Maintenance Report
7. Scrap and Waste Report
8. Supplier Performance Report
9. Customer Satisfaction Report
10. Safety Incident Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Sheetmetal Fabricator does and how they do it.

1. Material Cutting SOP
2. Welding Procedure SOP
3. Sheetmetal Bending SOP
4. Assembly Process SOP
5. Quality Control SOP
6. Inventory Management SOP
7. Equipment Maintenance SOP
8. Safety Procedures SOP
9. Packaging and Shipping SOP
10. Workplace Organization SOP

Presentations

Sheetmetal Fabricator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Production Report
2. Quality Control Analysis
3. Safety Training Presentation
4. New Equipment Demonstration
5. Cost Analysis and Budget Review

Legal Docs

There are several key times when a Sheetmetal Fabricator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Sales Agreement Template
5. Equipment Lease Agreement Template

Health & Safety Templates

Health & Safety templates for a Sheetmetal Fabricator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Hazard Identification Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template

Calendars

Setting up Sheetmetal Fabricator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Production Schedule Calendar
2. Maintenance Calendar
3. Training Calendar
4. Inventory Calendar
5. Project Calendar

Invoice Templates

Several types of Sheetmetal Fabricator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Production Invoice
5. Shipping Invoice

Survey Templates

For a Sheetmetal Fabricator to get insights related to the work they do, they need to send out Sheetmetal Fabricator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Product Quality Feedback Survey
3. Customer Satisfaction Survey
4. Safety and Compliance Survey
5. Process Improvement Survey

Meeting Agendas

Having premade Sheetmetal Fabricator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Production Planning Meeting
2. Quality Control Meeting
3. Safety Meeting
4. Team Performance Review Meeting
5. Sales and Marketing Strategy Meeting

Budget Templates

To manage finances well, a Sheetmetal Fabricator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Overhead Cost Budget Template

Dashboards

Dashboards are a useful way for a Sheetmetal Fabricator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Production Efficiency Dashboard
2. Quality Control Dashboard
3. Inventory Management Dashboard
4. Sales and Revenue Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Sheetmetal Fabricator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Cost Reduction Proposal
2. Equipment Upgrade Proposal
3. Process Optimization Proposal
4. New Product Development Proposal
5. Quality Improvement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Sheetmetal Fabricator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.